About Maggie

Maggie Petrillo is a Wealth Advisor at J.P. Morgan Wealth Management.

Maggie works with business owners, entrepreneurs, corporate executives and high-net-worth families, providing tailored advice and a bespoke client experience while leveraging the full strength and resources of the firm.

Maggie focuses on helping her clients navigate the financial decisions that shape their long-term goals, from investment strategy to planning considerations around retirement, tax and estate planning, and equity compensation. She is especially passionate about engaging with women, many of whom are coming into financial independence for the first time. She guides them in growing and preserving their assets, empowering them to live their best lives on their terms as investors, philanthropists and community leaders.

Before joining J.P. Morgan in 2022, Maggie began her career at Morgan Stanley in 2015. She earned her B.A. in History from St. Joseph's University. She remains actively involved with St. Joe's as a mentor in the Dean's Leadership Program.

Outside of work, Maggie is an avid runner. She also enjoys golfing, photography and reading–especially history. She lives in Philadelphia.

Insights

Wealth Planning

Losing a loved one: A checklist of tasks to consider

October 23, 2026Losing a loved one is difficult. A checklist of important tasks – from gathering important documents to arranging care for pets – may help ease some of the stress.Read Now
Wealth Planning

Asset titling: How to title your assets for estate planning

October 23, 2026Asset titling can help ensure that your property and investments are passed down the way you intend. Learn how individual, joint, pay-on-death and trust ownership options compare.Read Now
Markets and Economy

Credit markets look for AI’s weak links

October 23, 2026The “artificial intelligence” label alone is no longer enough for lenders. Credit markets are separating durable cash flow from debt-reliant growth as spending scales.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.